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360°, H1 2025:

Is the market pricing in a ‘Trump tantrum’ of its own?

Audrey Beadle
Fixed Income Investment Specialist, Federated Hermes Limited
Orla Garvey
Senior Fixed Income Portfolio Manager, Federated Hermes Limited
Mark Dove, CFA
Junior Credit Portfolio Manager, Federated Hermes Limited
Filippo Alloatti
Head of Financials (Credit), Federated Hermes Limited
Nachu Chockalingam, CFA
Senior Credit Portfolio Manager, Federated Hermes Limited
Anna Chong
Deputy Head of Corporate Credit Research, Federated Hermes Limited
Vincent Benguigui
Senior Credit Portfolio Manager, Federated Hermes Limited
Andrew Lennox
Senior Portfolio Manager, Federated Hermes Limited
Mitch Reznick, CFA
Group Head of Fixed Income – London & Global Head of Sustainable Fixed Income, Federated Hermes Limited
Insight
11 March 2025 |
Active ESG
Read our latest 360° fixed income report to learn more about our credit team’s outlook for macro, fundamental and technical forces.
FHL 360 H1 2025 report
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Fast reading

  • Commentary: Is the market pricing in a ‘Trump tantrum’ of its own?
  • Spotlight: What do spreads as a portion of attractive all-in yields portend?
  • Positive catalysts: We see potential for the European economy to surprise on the upside.

FHL 360 H1 2025 report

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360°, Q2 2024:
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360°, Q1 2024:
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360°: Dissonance, dampening and diversification
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FHL 360 H1 2025 report
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